• A Closer Look at the Controversial Market Growth of ADHD Treatments

    By Leo Sun - August 16, 2013 | Tickers: LLY, NVS, SHPG

    The existence of ADHD (attention deficit hyperactivity disorder) has been a hot button topic since the 1970s. On one hand, there are scientists who believe in treating it as a neurological disorder with pharmaceuticals, and on the other hand, there are parents, teachers and administrators who believe that ADHD is a behavioral, rather than psychological, issue. Accusations of kickback-induced over-prescriptions of ADHD medications, for both approved and off-label purposes more »

  • A Good Biotech Stock to Own for the Long Haul

    By Kanak Kanti - August 15, 2013 | Tickers: ASTX, CELG, NVS

    Astex Pharmaceuticals (NASDAQ: ASTX) released its Q2 FY 2013 numbers, reporting a net loss of $4.18 million or $0.04 per share on revenue of $16.62 million. Astex is a small company involved in the discovery and development of small molecule therapeutics for treatment of cancer and blood disorders and derives all its revenue from a single drug, Dacogen.

    Dacogen – down but not out

    In the US, Dacogen more »

  • A Closer Look at Three Companies Focusing on Myelofibrosis Treatments

    By Leo Sun - August 15, 2013 | Tickers: GERN, INCY, NVS

    Myelofibrosis, a type of chronic leukemia, has been gaining attention among biotech investors recently due to the scarcity of proper treatments. There is currently only one approved treatment on the market, co-developed by Incyte Corporation (NASDAQ: INCY) and Novartis (NYSE: NVS), and an experimental one from Geron Corporation (NASDAQ: GERN). Let’s take a closer look at what myelofibrosis is and the potential future sales of its sparse treatments.

    What more »

  • What to Watch for at These 3 Drug Firms

    By Phillip Woolgar - August 14, 2013 | Tickers: BAYRY.PK, MNK, NVS

    In light of three indicators that point to increased sales at drug companies -- an economic recovery, an aging baby boomer population, and Obamacare -- medication firms are gearing up for major profits. If they aren't already making changes, they likely will in the next couple years, as the unemployment rate improves to 7.4% from over 10%, as baby boomers develop medication dependency, and as Obamacare embeds itself next year more »

  • A Winner and 2 Losers in the Battle Over Multiple Sclerosis Treatments

    By Leo Sun - August 13, 2013 | Tickers: BIIB, NVS, TEVA

    There are several major players engaged in multiple sclerosis (MS) treatments. Orally administered treatments have been rapidly replacing older, interferon-based injections, and all eyes were on Biogen Idec’s (NASDAQ: BIIB) newest oral MS treatment, Tecfidera, which was launched in April. At the time, Biogen hadn’t reported its first quarter of Tecfidera sales yet, and investors were still waiting to see if Tecfidera would be the industry changing drug more »

  • Did Q2 Prove This Biotech Is Overvalued?

    By Brandy Betz - August 13, 2013 | Tickers: AEGR, ARIA, NVS, SNTS

    Ariad Pharmaceuticals (NASDAQ: ARIA) reported its second quarter results last week and focused the associated conference call on the company’s two drugs. Leukemia drug Iclusig is growing in sales but faces a market saturated with generics and a long-standing blockbuster from Novartis (NYSE: NVS).  And the oncologic pipeline project lost out on a Food and Drug Administration acceleration, which will put it further behind the competition.  

    Are Ariad’s more »

  • This Company's Debt Might Be a Concern

    By Harriet Tramer - August 9, 2013 | Tickers: AZN, GSK, NVS

    GlaxoSmithKline (NYSE: GSK) has been accused of making illegal payments to Chinese doctors and government officials by siphoning them through travel agencies. If these allegations are substantiated -- Glaxo officials at the highest levels have acknowledged that company executives might have broken the law -- they could have serious ramifications for the firm’s future. By some accounts, however, these entanglements are simply the price of doing business, something that companies move more »

  • Should You Keep an Eye on These Eye Treatment Biotechs?

    By Leo Sun - August 8, 2013 | Tickers: AMPE, NVS, REGN, RHHBY

    Investors might want to keep their eyes on the eye care industry, as the battle for eye treatments heats up across the biotech sector. Two eye diseases -- wet AMD (age-related macular degeneration) and DME (diabetic macular edema) -- are at the center of a big battle that includes Roche (NASDAQOTH: RHHBY), Novartis (NYSE: NVS), Regeneron Pharmaceuticals (NASDAQ: REGN), and Ampio Pharmaceuticals (NYSEMKT: AMPE).

    Wet (neovascular) AMD causes abnormal blood vessels to more »

  • Can the Rise of the Global Old Help You Retire?

    By Paul Sangrey - August 6, 2013 | Tickers: MYL, NVS, PFE, TEVA

    Big Pharma is in trouble. U.S. pharmaceutical revenue fell for the first time on record last year because so many drugs came off of their patents, what was called as the patent cliff. In real terms, revenue fell by 3.5% according to the New York Times . Furthermore, another smaller but still notable patent cliff is coming in 2015.

    So, at first glance, now doesn't seem to be more »

  • Respiratory Drug Maker About to Take Off

    By usman iftikhar - August 3, 2013 | Tickers: NVS, PFE, THRX

    Chronic obstructive pulmonary disease (COPD) is America’s third leading cause of death. It is a lung disease caused due to continuous poor airflow as a result of which the lung tissues breakdown. More than 80% of the cases are due to smoking and tend to worsen with increase in age and smoke intake.

    When over 13 million people in the US are affected by a single disease then it more »

  • A Small Company With an Important Portfolio - Part II

    By Kanak Kanti - August 1, 2013 | Tickers: BIIB, NVS, PDLI

    In a previous part of this article, I discussed PDL Biopharma (NASDAQ: PDLI), which has a very interesting patent portfolio. It makes all its money from licensing this portfolio. However, we saw that, considering how this portfolio is very important for the multi-billion dollar monoclonal antibody sector, PDL does not seem to be making as much money as it should. In this section, we will try to figure out why more »

  • A Small Company With an Important Portfolio - Part I

    By Kanak Kanti - August 1, 2013 | Tickers: BIIB, NVS, PDLI

    In this two-part article, I will discuss a very interesting company, PDL BioPharma (NASDAQ: PDLI). This company, relatively unknown and quite small, has a patent portfolio that forms much of the backbone of modern monoclonal antibody technology. In part I, I will discuss PDL, its technology and its market potential. In part II, I will try to figure out why, despite being such an important company, PDL is not being more »

  • Out With the Old, In With the New in Treating MS

    By Ryan Guenette - July 31, 2013 | Tickers: BIIB, NVS, PFE, SNY, TEVA

    Hidden beneath all the numbers and metrics in Biogen Idec's (NASDAQ: BIIB) recent earnings report  is a key confirmation of a shifting market in the treatment of multiple sclerosis. This alteration could yield billions of dollars for companies positioned to take advantage of it. 

    What Happened

    On July 25, Biogen reported second-quarter financial results. Earnings of $2.30 per share and revenue of $1.7 billion both trumped estimates more »

  • Is This Company Getting Ahead of Itself?

    By Nicholas Kitonyi - July 30, 2013 | Tickers: LLY, JNJ, NVS, PFE

    The biotechnology industry is one of the riskiest places to put your money. However, when companies get everything right, the fortunes made there are usually massive. In the most recent quarter, biotech company Eli Lilly (NYSE: LLY) reported earnings that beat analyst estimates and boosted guidance for the next quarter and the current fiscal year.

    The company is counting on various products in the pipeline, which could change its outlook more »

  • Which of These COPD Treatments Will Come Out on Top?

    By Leo Sun - July 30, 2013 | Tickers: GSK, NVS, THRX

    To most people, cigarettes are often associated with lung cancer. However, smoking also causes other severe respiratory problems, such as COPD (chronic obstructive pulmonary disease). COPD occurs as a result of emphysema, which breaks down lung tissues -- causing chronic cough, increased sputum production, and shortness of breath. COPD is currently the third leading cause of death in the United States, and is estimated to cost the country $42.6 billion more »

  • Extremely Expensive Drugs for Extremely Rare Diseases

    By Leo Sun - July 26, 2013 | Tickers: ALXN, NVS, PDLI, RHHBY

    The biotech industry is known for fast paced acquisitions and rapid market consolidation. Larger pharmaceutical companies headed towards patent cliffs often scramble to acquire smaller companies to revive their drying pipelines. Meanwhile, startups frequently go public without any market approved drugs or sources of revenue. Sometimes, large fish get swallowed by even larger ones, and these acquisitions can secure important sources of constant revenue growth for years to come.

    One more »

  • As Healthcare Demand Rises, So Will This Company's Profits

    By Matthew Frankel - July 26, 2013 | Tickers: MRK, NVS, PFE

    The aging population as well as the higher number of people who will receive benefits under new healthcare laws should combine to produce rising profits for a variety of companies with exposure to the sector. My favorite way to play this upcoming trend is through the drug companies, which should benefit from the significantly increased need for prescription medications that will result from the aforementioned causes. There are many good more »

  • A Look at Four Major Players in Multiple Sclerosis Treatments

    By Leo Sun - July 25, 2013 | Tickers: ALKS, BIIB, NVS, XNPT

    Note: A previous version of this article incorrectly referred to XenoPort’s arbaclofen placarbil as an MMF prodrug.

    Multiple sclerosis (MS) is an unpredictable, debilitating disease that affects an estimated 2.1 million people worldwide. Although the disease is not usually fatal, it can have devastating effects on the central nervous system, causing poor coordination, extreme fatigue, blurred vision, blindness, slurred speech and a loss of memory and concentration. MS more »

  • Will This Biotech Bidding War Lead You to Larger Gains?

    By Sherrie Stone - July 24, 2013 | Tickers: AMGN, AZN, NVS, ONXX, PFE

    Onyx Pharmaceuticals (NASDAQ: ONXX) added 3% to its one-month 60% gains on Monday because of continued speculation of a buyout. Reportedly, four companies are prepping bids to acquire Onyx. What is a fair price for the company, and should you buy now?

    Why the Interest?

    If $120 a share significantly undervalues the company, according to Onyx, then what is a fair price? This question can only be answered when you more »

  • Which Pharmaceutical Giant Is the Best Investment?

    By Zain Raza - July 18, 2013 | Tickers: MRK, NVS, PFE

    Amid sluggish sales growth, the Pharmaceutical Industry giants are struggling with declining revenues and profits. Banking on the introduction of new blockbuster drugs and securing new FDA approvals is essential for survival in the industry. In the following article I aim to analyze how Pfizer (NYSE: PFE) and Merck (NYSE: MRK) are catering to the changing industry dynamics, with Novartis (NYSE: NVS) taking the lead.

    Recent Events:

    Lower overall costs more »

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